Technology for Profesional Service Providers

Seamlessly integrates into your current tech stack to give your clients an unparalleled experience where they can secure and organize their family’s important information – ID’s, property, insurance, tax, legal and more.

Our integrations create a seamless workflow, connecting you with the tools necessary to get things done – on your terms.

What is2ndVault?

2ndVault secures and organizes your family’s important information — family ID’s, money, property, pet information, insurance, taxes, legal information and more.

A streamlined platform to access your information whenever and wherever you need it.

Invite a family member or trusted professional to quickly update your estate documents, your spouse’s ID, or your kid’s insurance. 2ndVault is a workspace that works for all.

Design separates 2ndVault from ugly spreadsheets and disorganized file cabinets. Better yet — never start with a daunting blank page or empty folder. 2ndVaults guided workflows help you organize your information.

Security always comes first at 2ndVault: every account has two-factor authentication enabled alongside full data redaction protocol… It’s never been simpler than that!

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Two businessmen discussion analysis sharing calculations about the company budget and financial planning together on desk at the office room.

Learn About What We Do
 

2ndVault helps professional service providers give their customers holistic support. It’s like a super-secure digital vault where people can store important things to keep them safe for later, plus it also has different tools that help them plan how to use what they have now, so everything goes even better in the future!

Our powerful, ever-changing solution blends perfectly with the technology you already have. It makes your experience deeper and smarter by giving you helpful insights and forever intangible value. OR I like parts of this too.  “Our amazing solution is like magic! When you use it with your tools, they get even smarter – allowing you to gain as much knowledge and understanding of things around you as ever before. With our help, life can be full of discoveries that provide lifelong rewards.

2ndVault is a digital vault that helps you keep your important things safe for later. It’s like having a super-secure place to keep all your important papers, but it’s online, so you can access them from anywhere.

Professional Service Providers: Provide a customer facing portal regardless if you use one now or not through our white label solution capability.

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Gives YouFlexibility

2ndVault is revolutionizing the way we secure critical and sensitive information. With our business to business to client SaaS platform, users can effortlessly transfer data to a highly-secured digital vault provided by their trusted professional – with a simple, guided on-boarding experience.

Collaborative Technology Enhancement or Integration?

Our revolutionary digital vault solution delivers an industry-first experience for both enterprises and end-users alike. It provides unprecedented client retention, value, and organization to people’s most important documents in a living platform that redefines how we work with our digital information.

Digital Filing Cabinet

Easy, secure access when it’s needed most.

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Keep your informationsafeand easy to find

2ndVault Simplifies Your Life

Say Goodbye to old junky binders and outdated files

17 years of experience helping people for best solutions

Your Stuff:

Organize your scattered paper and digital files into one single, secure place.

Your Rules:

Securely share all or any section of your vault whenever you choose to the people you select.

Your Personal Assistant:

Receive reminders and alerts about important dates.

Your Comfort Level:

You decide where and with whom to share this information. Stick to where you’re already comfortable.

Your Trusted Professional:

Confidently share information with your trusted professionals directly to your vault.

Focus on your Business

Add Value to Your Relationships

Your clients are looking for reasons to continue to do business with you and refer their friends and family. 2nd Vault stimulates conversations that open doors for generational planning opportunities while bolstering their trust in you – their trusted professional.

2ndVault Simplifies Life

Keep it Simple!

2ndVault connects everything in a person’s life in one easy-to-use platform. No additional logins or passwords to remember!  Our secret sauce is how we seamlessly integrate within the most widely used cloud-based storage and fintech solutions you are likely already using. We’ll take what you have and supercharge it with an engaging, user-guided experience.

Collaborations

Secured Digital Vaults
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Who WeServe?

 

Design separates 2ndVault from ugly spreadsheets and disorganized file cabinets. Better yet — never start with a daunting blank page or empty folder. 2ndVaults guided workflows help you organize your information.

Stop worrying about losing important personal documents – 2ndVault is here to help! With our secured platform, you and your family can easily store vital information like IDs, money management details, pet records, insurance policies, taxes, and more. Plus, with the ability for a trusted family member, friend, or professional to update info quickly – it’s as easy as pressing ‘collaborate’. Enhance how you organize essential data- forget traditionally outdated spreadsheets and empty cloud-based storage cabinets. Make use of stylish designs in an intuitive workspace designed specifically by us that allows you to dictate the terms and rules of your vault.

Security always comes first at 2ndVault: every account has two-factor authentication enabled alongside full data redaction protocol… It’s never been simpler than that!

Information is protected by AES 256-bit encryption and SOC2, HIPAA, and PCI DSS certified because you deserve the most advanced security for your important information and we’re here to provide it.

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2ndVault allows me to rest at night knowing my clients are utilizing the digital vaults supplied by 2ndVault.

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KATIE ALLIS

Client

Streamline Your Tech Stack

Our integrations create a seamless workflow, connecting you with the tools necessary to get things done - on your terms.

We partner with industry-leading providers to provide a secure and seamless client experience, offering our clients an impressive array of solutions—from CRMs to financial aggregators. Our commitment is simple: delivering quality data security and exceptional service every step of the way.